Coverage (30d)
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This Week
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Evidence
1 articlesRelationships
1Timeline
Qualcomm2030-01-01
CEO projects token demand to reach 1.27T per 10 seconds by 2030, a 40x increase from 2026.
AMD2026-07-24
AMD and Cerebras launched disaggregated inference platform at Advancing AI 2026
AMD2026-07-22
AMD and Anthropic announce strategic partnership to deploy up to 2GW of MI450 GPUs
AMD2026-07-01
AMD reported record 2Q26 revenue of $11.54B, up 50% year-over-year, with gross margin expanding to 56%.
Qualcomm2026-06-22
Qualcomm in talks to acquire Modular for $4B
Qualcomm2026-06-18
Launched AI data center program with a major hyperscaler customer for inference workloads.
AMD2026-05-13
AMD provides $3.6M MI355X cluster access to vLLM and SGLang maintainers
AMD2026-05-08
Launched PCIe-based GPU for AI workloads targeting existing servers
Qualcomm2026-05-04
Initial shipments of custom hyperscaler silicon expected
Qualcomm2026-05-01
Acquisition of Alphawave for custom ASIC capabilities
Ecosystem
Qualcomm
developedSnapdragon X2 Elite4 src
competes withIntel3 src
competes withNvidia2 src
acquiredAlphawave2 src
competes withApple2 src
partneredMicrosoft1 src
AMD
competes withNvidia10 src
usesClaude Code2 src
hiredStella Laurenzo2 src
partneredMeta2 src
partneredUALink Consortium2 src
developedLemonade AI Server1 src